|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$612M
|
-$13.8M
|
-343,828
|
-2%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$91.4M
|
+$88.2M
|
+2,203,137
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.9M
|
+$19.7M
|
+493,089
|
+827%
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$15.5M
|
+$740K
|
+18,502
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$155K
|
-3,876
|
-1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
-$259K
|
-6,480
|
-2%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.5M
|
-$238K
|
-5,950
|
-2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.35M
|
+$421K
|
+10,510
|
+6%
|
|
|
9
|
K2 Financial
Glendora,
California
|
$4.9M
|
-$148K
|
-3,699
|
-3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.67M
|
+$191K
|
+4,763
|
+5%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.36M
|
-$22.7K
|
-568
|
-0.5%
|
|
|
12
|
Yeomans Consulting Group
Marietta,
Georgia
|
$3.54M
|
+$3.42M
|
+85,421
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$3.12M
|
+$3.01M
|
+75,188
|
New
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.94M
|
+$129K
|
+3,223
|
+5%
|
|
|
15
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$2.48M
|
+$481K
|
+12,012
|
+25%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.39M
|
-$39.4K
|
-984
|
-2%
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.14M
|
-$366K
|
-9,149
|
-15%
|
|
|
18
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.14M
|
-$341K
|
-8,514
|
-14%
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.1M
|
+$2.03M
|
+50,647
|
New
|
|
|
20
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.97M
|
+$885K
|
+22,111
|
+87%
|
|
|
21
|
United Advisor Group
Cincinnati,
Ohio
|
$1.71M
|
+$94.4K
|
+2,359
|
+6%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$1.6M
|
+$198K
|
+4,946
|
+15%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$1.53M
|
+$128K
|
+3,191
|
+9%
|
|
|
24
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.5M
|
+$24.3K
|
+608
|
+2%
|
|
|
25
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.39M
|
+$1.34M
|
+33,592
|
New
|
|
